Opes Wealth Management LLC
Q2 2025 13F Holdings
- Locationmenlo park, CA
- Num holdings
145
- Value ($000)
$563,170
- Date Filed07/30/2025
- Form type13F-HR
- CIK0001766918
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APPLE INC | COM | 037833100 | $86.8M | 15 % | 423,047 | ||
NETFLIX INC | COM | 64110L106 | $28.74M | 5 % | 21,464 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $28.54M | 5 % | 713,141 | ||
ISHARES TR | CALIF MUN BD ETF | 464288356 | $21.58M | 4 % | 387,164 | ||
GILEAD SCIENCES INC | COM | 375558103 | $18.96M | 3 % | 171,017 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 | $16.83M | 3 % | 701,803 | ||
ISHARES TR | CORE TOTAL USD | 46434V613 | $16.08M | 3 % | 347,835 | ||
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | $15.34M | 3 % | 53,940 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $13.34M | 2 % | 559,877 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $13.22M | 2 % | 185,463 |
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